See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,663 | $165,984-56.8% | $164,813-56.5% | $145,922-50.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.06% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,937 | $5,273-63.3% | $4,341-55.4% | $4,660-58.4% |
| Participant deferral / active EE | $8,385 | $6,959+20.5% | $6,031+39.0% | $6,688+25.4% |
| Admin fee / account holder | $1,186 | $16,648-92.9% | $12,690-90.7% | $13,397-91.1% |